分析,CLARITY法案通过预期升温叠加法币贬值逻辑回归推动 BTC 逆势走强

BTC-2,57%

ChainCatcher 消息,据市场消息,在中东冲突冲击全球股市与大宗商品之际,比特币逆势走强创一个月新高,并带动整体加密市场回暖,比特币自去年 10 月历史高点回落近 50% 后,一度处于超卖区间。

本轮重点冲突爆发后传统资产大幅下挫,而 BTC 表现相对坚挺强化了其阶段性“避险叙事”,市场分析认为此轮上涨主要源于三大因素: 1、“法币贬值”逻辑回归,中东冲突加剧全球财政压力,可能推动更多宽松与赤字扩张预期,强化“法币贬值”叙事,部分资金因此重新配置至数字资产。 2、中东局势或存缓和预期,尽管美方未予回应,但这一消息强化了市场对“冲突或不会长期失控”的预期,支撑风险资产情绪修复。 3、CLARITY 法案接近通过,旨在明确稳定币合法地位,利好加密市场。

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